Lipman Hearne Inc.
Plan context: Lipman Hearne Inc. Employee Stock Ownership Plan
EIN 36-3555275 • Chicago, IL • 32 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
13
2023 Assets
$157,014
2023 Contributions
$116,964
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $116,964 | - |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 0 | - | $116,964 | - |
| 2022 | 2 | 13 | $157,014 | $19,291 | $1,484iApproximate average salary by contribution assumption: employee only about $37,098 at 4% or $24,732 at 6%; with 50% employer match about $24,732 at 4% or $16,488 at 6%; with 100% employer match about $18,549 at 4% or $12,366 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 13 | $157,014 | $19,291 | $1,484iApproximate average salary by contribution assumption: employee only about $37,098 at 4% or $24,732 at 6%; with 50% employer match about $24,732 at 4% or $16,488 at 6%; with 100% employer match about $18,549 at 4% or $12,366 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 0 | $0 | - | - |
| 2021 | 2 | 38 | $5,832,101 | $215,308 | $5,666iApproximate average salary by contribution assumption: employee only about $141,650 at 4% or $94,433 at 6%; with 50% employer match about $94,433 at 4% or $62,956 at 6%; with 100% employer match about $70,825 at 4% or $47,217 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 38 | $5,831,088 | $191,195 | $5,031iApproximate average salary by contribution assumption: employee only about $125,786 at 4% or $83,857 at 6%; with 50% employer match about $83,857 at 4% or $55,905 at 6%; with 100% employer match about $62,893 at 4% or $41,929 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 16 | $1,013 | $24,113 | $1,507iApproximate average salary by contribution assumption: employee only about $37,677 at 4% or $25,118 at 6%; with 50% employer match about $25,118 at 4% or $16,745 at 6%; with 100% employer match about $18,838 at 4% or $12,559 at 6%. |
| 2020 | 2 | 47 | $7,065,100 | $324,084 | $6,895iApproximate average salary by contribution assumption: employee only about $172,385 at 4% or $114,923 at 6%; with 50% employer match about $114,923 at 4% or $76,616 at 6%; with 100% employer match about $86,193 at 4% or $57,462 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 47 | $6,253,087 | $301,859 | $6,423iApproximate average salary by contribution assumption: employee only about $160,563 at 4% or $107,042 at 6%; with 50% employer match about $107,042 at 4% or $71,361 at 6%; with 100% employer match about $80,282 at 4% or $53,521 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 20 | $812,013 | $22,225 | $1,111iApproximate average salary by contribution assumption: employee only about $27,781 at 4% or $18,521 at 6%; with 50% employer match about $18,521 at 4% or $12,347 at 6%; with 100% employer match about $13,891 at 4% or $9,260 at 6%. |
| 2019 | 2 | 56 | $7,734,211 | $362,512 | $6,473iApproximate average salary by contribution assumption: employee only about $161,836 at 4% or $107,890 at 6%; with 50% employer match about $107,890 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,945 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 56 | $5,536,200 | $340,806 | $6,086iApproximate average salary by contribution assumption: employee only about $152,146 at 4% or $101,430 at 6%; with 50% employer match about $101,430 at 4% or $67,620 at 6%; with 100% employer match about $76,073 at 4% or $50,715 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 31 | $2,198,011 | $21,706 | $700iApproximate average salary by contribution assumption: employee only about $17,505 at 4% or $11,670 at 6%; with 50% employer match about $11,670 at 4% or $7,780 at 6%; with 100% employer match about $8,752 at 4% or $5,835 at 6%. |
| 2018 | 2 | 55 | $5,836,477 | $341,595 | $6,211iApproximate average salary by contribution assumption: employee only about $155,270 at 4% or $103,514 at 6%; with 50% employer match about $103,514 at 4% or $69,009 at 6%; with 100% employer match about $77,635 at 4% or $51,757 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 55 | $4,330,473 | $320,811 | $5,833iApproximate average salary by contribution assumption: employee only about $145,823 at 4% or $97,215 at 6%; with 50% employer match about $97,215 at 4% or $64,810 at 6%; with 100% employer match about $72,912 at 4% or $48,608 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 36 | $1,506,004 | $20,784 | $577iApproximate average salary by contribution assumption: employee only about $14,433 at 4% or $9,622 at 6%; with 50% employer match about $9,622 at 4% or $6,415 at 6%; with 100% employer match about $7,217 at 4% or $4,811 at 6%. |
| 2017 | 2 | 65 | $8,576,341 | $446,744 | $6,873iApproximate average salary by contribution assumption: employee only about $171,825 at 4% or $114,550 at 6%; with 50% employer match about $114,550 at 4% or $76,366 at 6%; with 100% employer match about $85,912 at 4% or $57,275 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 65 | $5,348,341 | $425,644 | $6,548iApproximate average salary by contribution assumption: employee only about $163,709 at 4% or $109,139 at 6%; with 50% employer match about $109,139 at 4% or $72,760 at 6%; with 100% employer match about $81,855 at 4% or $54,570 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 43 | $3,228,000 | $21,100 | $491iApproximate average salary by contribution assumption: employee only about $12,267 at 4% or $8,178 at 6%; with 50% employer match about $8,178 at 4% or $5,452 at 6%; with 100% employer match about $6,134 at 4% or $4,089 at 6%. |
| 2016 | 2 | 77 | $8,286,772 | $444,082 | $5,767iApproximate average salary by contribution assumption: employee only about $144,182 at 4% or $96,122 at 6%; with 50% employer match about $96,122 at 4% or $64,081 at 6%; with 100% employer match about $72,091 at 4% or $48,061 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 77 | $5,871,772 | $425,632 | $5,528iApproximate average salary by contribution assumption: employee only about $138,192 at 4% or $92,128 at 6%; with 50% employer match about $92,128 at 4% or $61,419 at 6%; with 100% employer match about $69,096 at 4% or $46,064 at 6%. |
| Lipman Hearne Inc. Employee Stock Ownership Plan | - | 38 | $2,415,000 | $18,450 | $486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,395 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%. |
| 2015 | 1 | 74 | $6,216,871 | $452,616 | $6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,941 at 6%; with 50% employer match about $101,941 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 74 | $6,216,871 | $452,616 | $6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,941 at 6%; with 50% employer match about $101,941 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| 2014 | 1 | 71 | $6,044,594 | $213,858 | $3,012iApproximate average salary by contribution assumption: employee only about $75,302 at 4% or $50,201 at 6%; with 50% employer match about $50,201 at 4% or $33,468 at 6%; with 100% employer match about $37,651 at 4% or $25,101 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 71 | $6,044,594 | $213,858 | $3,012iApproximate average salary by contribution assumption: employee only about $75,302 at 4% or $50,201 at 6%; with 50% employer match about $50,201 at 4% or $33,468 at 6%; with 100% employer match about $37,651 at 4% or $25,101 at 6%. |
| 2013 | 1 | 85 | $6,300,397 | $293,828 | $3,457iApproximate average salary by contribution assumption: employee only about $86,420 at 4% or $57,613 at 6%; with 50% employer match about $57,613 at 4% or $38,409 at 6%; with 100% employer match about $43,210 at 4% or $28,807 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 85 | $6,300,397 | $293,828 | $3,457iApproximate average salary by contribution assumption: employee only about $86,420 at 4% or $57,613 at 6%; with 50% employer match about $57,613 at 4% or $38,409 at 6%; with 100% employer match about $43,210 at 4% or $28,807 at 6%. |
| 2012 | 1 | 88 | $5,945,073 | $450,076 | $5,115iApproximate average salary by contribution assumption: employee only about $127,863 at 4% or $85,242 at 6%; with 50% employer match about $85,242 at 4% or $56,828 at 6%; with 100% employer match about $63,931 at 4% or $42,621 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 88 | $5,945,073 | $450,076 | $5,115iApproximate average salary by contribution assumption: employee only about $127,863 at 4% or $85,242 at 6%; with 50% employer match about $85,242 at 4% or $56,828 at 6%; with 100% employer match about $63,931 at 4% or $42,621 at 6%. |
| 2011 | 1 | 77 | $5,014,673 | $251,576 | $3,267iApproximate average salary by contribution assumption: employee only about $81,681 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,302 at 6%; with 100% employer match about $40,840 at 4% or $27,227 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 77 | $5,014,673 | $251,576 | $3,267iApproximate average salary by contribution assumption: employee only about $81,681 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,302 at 6%; with 100% employer match about $40,840 at 4% or $27,227 at 6%. |
| 2010 | 1 | 103 | $6,501,712 | $242,959 | $2,359iApproximate average salary by contribution assumption: employee only about $58,971 at 4% or $39,314 at 6%; with 50% employer match about $39,314 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 103 | $6,501,712 | $242,959 | $2,359iApproximate average salary by contribution assumption: employee only about $58,971 at 4% or $39,314 at 6%; with 50% employer match about $39,314 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%. |
| 2009 | 1 | 108 | $5,785,950 | $532,019 | $4,926iApproximate average salary by contribution assumption: employee only about $123,153 at 4% or $82,102 at 6%; with 50% employer match about $82,102 at 4% or $54,734 at 6%; with 100% employer match about $61,576 at 4% or $41,051 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 108 | $5,785,950 | $532,019 | $4,926iApproximate average salary by contribution assumption: employee only about $123,153 at 4% or $82,102 at 6%; with 50% employer match about $82,102 at 4% or $54,734 at 6%; with 100% employer match about $61,576 at 4% or $41,051 at 6%. |
| 2008 | 1 | 86 | $5,294,768 | $864,847 | $10,056iApproximate average salary by contribution assumption: employee only about $251,409 at 4% or $167,606 at 6%; with 50% employer match about $167,606 at 4% or $111,737 at 6%; with 100% employer match about $125,705 at 4% or $83,803 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 86 | $5,294,768 | $864,847 | $10,056iApproximate average salary by contribution assumption: employee only about $251,409 at 4% or $167,606 at 6%; with 50% employer match about $167,606 at 4% or $111,737 at 6%; with 100% employer match about $125,705 at 4% or $83,803 at 6%. |
| 2007 | 1 | 84 | $6,990,006 | $836,922 | $9,963iApproximate average salary by contribution assumption: employee only about $249,084 at 4% or $166,056 at 6%; with 50% employer match about $166,056 at 4% or $110,704 at 6%; with 100% employer match about $124,542 at 4% or $83,028 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 84 | $6,990,006 | $836,922 | $9,963iApproximate average salary by contribution assumption: employee only about $249,084 at 4% or $166,056 at 6%; with 50% employer match about $166,056 at 4% or $110,704 at 6%; with 100% employer match about $124,542 at 4% or $83,028 at 6%. |
| 2006 | 1 | 68 | $6,929,342 | $709,274 | $10,431iApproximate average salary by contribution assumption: employee only about $260,763 at 4% or $173,842 at 6%; with 50% employer match about $173,842 at 4% or $115,894 at 6%; with 100% employer match about $130,381 at 4% or $86,921 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 68 | $6,929,342 | $709,274 | $10,431iApproximate average salary by contribution assumption: employee only about $260,763 at 4% or $173,842 at 6%; with 50% employer match about $173,842 at 4% or $115,894 at 6%; with 100% employer match about $130,381 at 4% or $86,921 at 6%. |
| 2005 | 1 | 57 | $5,723,287 | $679,775 | $11,926iApproximate average salary by contribution assumption: employee only about $298,147 at 4% or $198,765 at 6%; with 50% employer match about $198,765 at 4% or $132,510 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 57 | $5,723,287 | $679,775 | $11,926iApproximate average salary by contribution assumption: employee only about $298,147 at 4% or $198,765 at 6%; with 50% employer match about $198,765 at 4% or $132,510 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%. |
| 2004 | 1 | 61 | $4,682,107 | $609,688 | $9,995iApproximate average salary by contribution assumption: employee only about $249,872 at 4% or $166,581 at 6%; with 50% employer match about $166,581 at 4% or $111,054 at 6%; with 100% employer match about $124,936 at 4% or $83,291 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 61 | $4,682,107 | $609,688 | $9,995iApproximate average salary by contribution assumption: employee only about $249,872 at 4% or $166,581 at 6%; with 50% employer match about $166,581 at 4% or $111,054 at 6%; with 100% employer match about $124,936 at 4% or $83,291 at 6%. |
| 2003 | 1 | 55 | $0 | $0 | - |
| Lipman Hearne Inc. Savings Plan and Trust | - | 55 | - | - | - |
| 2002 | 1 | 50 | $2,500,154 | $525,180 | $10,504iApproximate average salary by contribution assumption: employee only about $262,590 at 4% or $175,060 at 6%; with 50% employer match about $175,060 at 4% or $116,707 at 6%; with 100% employer match about $131,295 at 4% or $87,530 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 50 | $2,500,154 | $525,180 | $10,504iApproximate average salary by contribution assumption: employee only about $262,590 at 4% or $175,060 at 6%; with 50% employer match about $175,060 at 4% or $116,707 at 6%; with 100% employer match about $131,295 at 4% or $87,530 at 6%. |
| 2001 | 1 | 59 | $2,841,063 | $518,402 | $8,786iApproximate average salary by contribution assumption: employee only about $219,662 at 4% or $146,441 at 6%; with 50% employer match about $146,441 at 4% or $97,627 at 6%; with 100% employer match about $109,831 at 4% or $73,221 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 59 | $2,841,063 | $518,402 | $8,786iApproximate average salary by contribution assumption: employee only about $219,662 at 4% or $146,441 at 6%; with 50% employer match about $146,441 at 4% or $97,627 at 6%; with 100% employer match about $109,831 at 4% or $73,221 at 6%. |
| 2000 | 1 | 53 | $2,518,927 | $441,258 | $8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,760 at 6%; with 50% employer match about $138,760 at 4% or $92,507 at 6%; with 100% employer match about $104,070 at 4% or $69,380 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 53 | $2,518,927 | $441,258 | $8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,760 at 6%; with 50% employer match about $138,760 at 4% or $92,507 at 6%; with 100% employer match about $104,070 at 4% or $69,380 at 6%. |
| 1999 | 1 | 49 | $2,683,832 | $353,187 | $7,208iApproximate average salary by contribution assumption: employee only about $180,197 at 4% or $120,132 at 6%; with 50% employer match about $120,132 at 4% or $80,088 at 6%; with 100% employer match about $90,099 at 4% or $60,066 at 6%. |
| Lipman Hearne Inc. Savings Plan and Trust | - | 49 | $2,683,832 | $353,187 | $7,208iApproximate average salary by contribution assumption: employee only about $180,197 at 4% or $120,132 at 6%; with 50% employer match about $120,132 at 4% or $80,088 at 6%; with 100% employer match about $90,099 at 4% or $60,066 at 6%. |